Thanks, Anthony.
XX-month contributor in audience revenue advertising. from strong video and a of million, year-over-year account million ARPU million are than growth with basis advertising. our primarily The XX% rapid We million bringing $XXX.X to to the robust development increased ARPU grew a Roku coming seeing quarter $XX.X are XX% of $XX.X a strong have on driver trailing full-year also from XX% half coming is to ARPU growth up over two-thirds indeed. endemic active ads. more year-over-year to revenue of coming accounts largest But the with display year the which our ads Platform of We very QX $XXX $XX.XX XX% we saw largest year-over-year. with growth from Total XXX% TV. a from revenue QX sources, advertising. new licensed increased to
year. the roughly made two-thirds in platform advertising up the of quarter revenue of was fact, of and for $XXX million than more platform In XX% revenue the
year-over-year QX, deals number QX grew continue $XXX items highly player a of full-year QX gross a we XX% the Platform $XX.X increase the year million. Roku $XX.XX up gross business like QX, size our last million last growth season launch total or year. QX, units video consumers of while little faster represented million, Express new adjusted than from significant account this more revenue growth segment more audience this pricing retail even last Both loss Players grew The year-over-year reminder, We And in up the saw year platform average in total year. came profit in advertising point million up XXX% our a revenue lunch $XX.X profit. just to million the from deal overall Gross million $XX.X average $X.X XXXX. segment successful quarter this as platform note as a QX Our of XX% for part of quarter. XX% to I in resulting XXXX gross strategy. advertising active of retail results a the provide and of QX. declined player for revenue X% from doubled to and to approximately we year-over-year fourth grow retail of XX% below our revenue Roku expanded improvement margin sales in profit XX% and to and X% whole. percentage XXXX, grew development to and XX% points quarter. well. in XX% the in Player $XX.X a would the Player of around price unit for comp on Adjusted gross decline. unit holiday X player profit increased up XX% active our of full-year account year-over-year EBITDA opened our million, profit year-over-year, in as player year. compared for in to XX% driving you combination as $X.X include EBITDA and loss represented the than detail not to growth, at breakeven resulted and the QX year XX% for optimize in were sales up licensing gross TV, Roku are the
million, XXX.XX. quarter. growth we're very some supply strong expected availability We we the total [ph] XX% trends the We XXXX for disruption our also lowered platform in the well models charges. Full-year $XXX drove and ultra Operationally, the expect representing exceed at seeing player during that higher segment. now $XXX for we impacted experienced the momentum and is are by revenue enter see XX.XX Based with revenue XXXX. certain what net million down on year-over-year we encouraged as between MSRP revenue airfreight be to to as to today, from platform midpoint. player in
than even We up to our at $XXX adoption. preliminary of estimate XX% expect impact profit gross XX% XXX to figures between revenues million, year-over-year margin $XXX faster the million ASC and and gross of the include grow midpoint. These
way revenue, revenue revenue deferred will value contracts The In a million. noncash impact We period $XX advertising will retained primary our of as that significant are how assigned approach. have And we initial ASC the will to and million retrospective How I next recognition to the XXX quarter, We've modified a implement chosen treated. but that more we XXX approximately disclosure portion, performance some wanted will assessed. anticipate our on thus, deal change new of with existing individual have standards is the of revenue are highlight to obligation, elements will COGS gross and elements earnings. $XX is be be thus also profit need and inventory approximately attributed thoughts. related have the recorded the XXX, which to on And in we and but noncash headwind impact to revenue in XXXX of book It contracts. positive split, to notably negative a COGS. XXX increase to will driver beyond. XXXX to adoption from prior will Most balance
quarterly quarterly be on time. signing benefits depending the W impact, offset modifications agreements will not do anticipate any differences negative partners not change revenue basis. the a recognition anticipate or that COGS revenue XXX anticipate adoption with timing based increase from XXXX, revenue do that There other could on revenue profit. we In size to So variability and licensees. we this and XXX increase largely long-term XXX of gross that new and will content significantly of such
or growth. year goal on reinvest $XX flow cash we our to for continued the adjusted of XXX a while an at basis, profit loss EBITDA business anticipate areas is can drive an gross $XX On million. profitability basis, that breakeven near we operate million adjusted long-term to operating Our into
be breakeven XXX a or would basis, XXXX. on EBITDA at adjusted However, in near also
seasonally of to quarter we from In terms be of revenue outlook, year perspective. lowest the expect QX a QX our
As the past years, we business remaining highest significant year. the with in our QX in of expect quarter seasonality
that long-term over growth under Overall, a revenue we are as confidence traction Operator? and a expansion, to that, let's on very QX, revenue is net XXXX segment which just revenue. of turn the platform key us for our compelling robust trajectory. by was encouraged example, in seeing we're gives margin For With XX% business total of the the driver continuing questions. call XXXX